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Portfolio (Quarterly) Guide ↗

BANK OF MONTREAL /CAN/

· CIK 0000927971
13F Portfolio $268.5B AUM 13,875 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 539 New 1348 Added 1348 Reduced 386 Exited
Page 83 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 29,952.0 $2.1M 0.00% -3K -9.3% $70.51 -33.0%
1642 EPR EPR PPTYS Real Estate 42,162.0 $2.1M 0.00% +6K +15.0% $49.96 +19.5%
1643 CHT CHUNGHWA TELECOM CO LTD Communication Services 49,832.0 $2.1M 0.00% +5K +10.2% $42.24 +6.4%
1644 GUNR FLEXSHARES TR 38,140.0 $2.1M 0.00% +24K +175.4% $55.16 -10.6%
1645 DIS PUT DISNEY WALT CO Communication Services 21,800.0 $2.1M 0.00% NEW $96.38 +2.5%
1646 BMI BADGER METER INC Technology 13,766.0 $2.1M 0.00% +2K +19.4% $152.35 -7.5%
1647 APD CALL AIR PRODUCTS AND CHEMICALS I Basic Materials 7,200.0 $2.1M 0.00% NEW $290.49 -4.4%
1648 UPST UPSTART HLDGS INC Financial Services 81,488.0 $2.1M 0.00% -9K -10.1% $25.65 +31.2%
1649 BLD TOPBUILD COR Industrials 5,944.0 $2.1M 0.00% +315.0 +5.6% $351.30 +21.1%
1650 TTC TORO CO Industrials 22,273.0 $2.1M 0.00% $93.44 +3.6%
1651 SCI SERVICE CORP INTL Consumer Cyclical 25,073.0 $2.1M 0.00% $82.51 -8.2%
1652 MFC PUT MANULIFE FINL CORP Financial Services 60,000.0 $2.1M 0.00% NEW $34.45 +16.9%
1653 SLQD ISHARES TR 40,902.0 $2.1M 0.00% +428.0 +1.1% $50.49 -0.2%
1654 IMO CALL IMPERIAL OIL LTD Energy 15,700.0 $2.1M 0.00% +5K +51.0% $131.01 -13.6%
1655 VECO VEECO INSTRS INC DEL Technology 60,593.0 $2.1M 0.00% -12K -16.2% $33.86 +109.5%
1656 COKE COCA COLA CONS INC Consumer Defensive 10,699.0 $2.1M 0.00% -929.0 -8.0% $191.74 -1.9%
1657 SATS CALL ECHOSTAR CORP Technology 17,500.0 $2.0M 0.00% NEW $117.07 -16.9%
1658 NXPI CALL NXP SEMICONDUCTORS N V Technology 10,400.0 $2.0M 0.00% NEW $196.86 +40.7%
1659 MRNA PUT MODERNA INC Healthcare 40,300.0 $2.0M 0.00% -300.0 -0.7% $50.80 +32.4%
1660 SMMT SUMMIT THERAPEUTICS INC Healthcare 107,959.0 $2.0M 0.00% +13K +13.2% $18.96 -26.1%
Page 83 of 187  ·  3,733 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.4%
Technology 20.4%
Communication Services 9.4%
Energy 9.0%
Consumer Cyclical 6.9%
Industrials 6.8%
Basic Materials 5.7%
Healthcare 4.9%
Consumer Defensive 3.4%
Utilities 3.2%